Birchcreek Wealth Management

Birchcreek Wealth Management as of Dec. 31, 2021

Portfolio Holdings for Birchcreek Wealth Management

Birchcreek Wealth Management holds 119 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 6.8 $7.8M 96k 81.26
Vanguard Malvern Fds Strm Infproidx (VTIP) 6.1 $7.0M 136k 51.40
Ishares Tr Core 1 5 Yr Usd (ISTB) 4.1 $4.7M 93k 50.43
Ishares Tr Core S&p Us Vlu (IUSV) 4.0 $4.6M 61k 76.34
Ishares Tr Core S&p Us Gwt (IUSG) 3.5 $4.0M 34k 115.64
Ishares Tr Core Msci Eafe (IEFA) 3.3 $3.8M 51k 74.64
Ishares Tr Iboxx Inv Cp Etf (LQD) 3.2 $3.6M 27k 132.53
Apple (AAPL) 2.8 $3.2M 18k 177.57
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.4 $2.7M 17k 162.74
Fidelity Covington Trust Msci Info Tech I (FTEC) 2.2 $2.6M 19k 135.43
Vanguard Index Fds Growth Etf (VUG) 2.2 $2.5M 7.9k 320.92
Vanguard Scottsdale Fds Short Term Treas (VGSH) 2.1 $2.4M 40k 60.84
Fidelity Covington Trust Msci Hlth Care I (FHLC) 2.0 $2.3M 34k 68.66
Vanguard World Fds Inf Tech Etf (VGT) 2.0 $2.3M 5.0k 458.12
Vanguard Index Fds Value Etf (VTV) 2.0 $2.3M 16k 147.12
Microsoft Corporation (MSFT) 2.0 $2.3M 6.8k 336.29
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.9 $2.2M 23k 92.74
Fidelity Covington Trust Msci Finls Idx (FNCL) 1.8 $2.0M 37k 55.92
Ishares Tr Blackrock Ultra (ICSH) 1.5 $1.7M 35k 50.40
Procter & Gamble Company (PG) 1.4 $1.5M 9.5k 163.62
Fidelity Covington Trust Msci Commntn Svc (FCOM) 1.3 $1.5M 29k 51.35
Ishares Core Msci Emkt (IEMG) 1.2 $1.3M 23k 59.85
Ishares Tr Core Msci Intl (IDEV) 1.0 $1.2M 17k 67.56
Ishares Tr Core S&p Scp Etf (IJR) 1.0 $1.1M 10k 114.48
Vanguard World Fds Consum Stp Etf (VDC) 1.0 $1.1M 5.7k 199.89
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.0 $1.1M 18k 63.59
Vanguard Specialized Funds Div App Etf (VIG) 1.0 $1.1M 6.6k 171.79
Fidelity Covington Trust Msci Consm Dis (FDIS) 1.0 $1.1M 13k 88.29
Ishares Gold Tr Ishares New (IAU) 1.0 $1.1M 32k 34.80
Ishares Tr Core S&p500 Etf (IVV) 0.9 $1.1M 2.3k 476.71
Fidelity Covington Trust Msci Indl Indx (FIDU) 0.9 $1.1M 19k 56.19
Vanguard World Fds Industrial Etf (VIS) 0.8 $968k 4.8k 202.89
NVIDIA Corporation (NVDA) 0.8 $912k 3.1k 294.00
Vanguard Whitehall Fds High Div Yld (VYM) 0.8 $912k 8.1k 112.07
Johnson & Johnson (JNJ) 0.8 $887k 5.2k 171.04
Ishares Tr Core S&p Mcp Etf (IJH) 0.7 $859k 3.0k 283.03
Intel Corporation (INTC) 0.7 $820k 16k 51.49
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.7 $794k 14k 58.60
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.7 $762k 3.7k 204.40
JPMorgan Chase & Co. (JPM) 0.7 $757k 4.8k 158.30
Oracle Corporation (ORCL) 0.7 $747k 8.6k 87.22
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.6 $725k 9.0k 80.86
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.6 $694k 14k 50.76
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $679k 2.8k 241.47
Schwab Strategic Tr Intrm Trm Tres (SCHR) 0.6 $656k 12k 56.16
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.5 $624k 12k 51.02
Ishares Tr Usd Inv Grde Etf (USIG) 0.5 $616k 10k 59.73
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.5 $603k 5.9k 101.53
Fidelity Covington Trust Consmr Staples (FSTA) 0.5 $597k 13k 46.66
Pepsi (PEP) 0.5 $573k 3.3k 173.74
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.5 $567k 16k 34.70
Vanguard Index Fds Small Cp Etf (VB) 0.5 $532k 2.4k 226.00
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.4 $511k 16k 32.51
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.4 $483k 6.7k 71.61
Northrop Grumman Corporation (NOC) 0.4 $464k 1.2k 386.67
Dominion Resources (D) 0.4 $452k 5.8k 78.59
Amazon (AMZN) 0.4 $443k 133.00 3330.83
Chevron Corporation (CVX) 0.4 $430k 3.7k 117.23
Eaton Vance Tax Managed Buy Write Opport (ETV) 0.4 $425k 25k 16.76
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $425k 1.7k 254.80
Select Sector Spdr Tr Energy (XLE) 0.4 $424k 7.6k 55.45
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.4 $415k 8.1k 51.12
Home Depot (HD) 0.4 $415k 1.0k 415.00
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.4 $407k 4.8k 85.50
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 0.4 $405k 13k 30.99
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.3 $400k 7.2k 55.21
Fidelity Covington Trust Msci Energy Idx (FENY) 0.3 $394k 26k 15.17
International Business Machines (IBM) 0.3 $389k 2.9k 133.68
Alphabet Cap Stk Cl C (GOOG) 0.3 $376k 130.00 2892.31
Biontech Se Sponsored Ads (BNTX) 0.3 $373k 1.4k 257.77
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $370k 4.4k 84.78
Eli Lilly & Co. (LLY) 0.3 $362k 1.3k 275.91
Union Pacific Corporation (UNP) 0.3 $361k 1.4k 251.74
Ishares Tr S&p 100 Etf (OEF) 0.3 $357k 1.6k 219.29
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $357k 3.1k 116.14
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.3 $353k 7.0k 50.51
Verizon Communications (VZ) 0.3 $343k 6.6k 51.98
Fidelity Covington Trust Msci Matls Index (FMAT) 0.3 $340k 6.7k 50.39
Lowe's Companies (LOW) 0.3 $338k 1.3k 258.21
Waters Corporation (WAT) 0.3 $335k 900.00 372.22
Alphabet Cap Stk Cl A (GOOGL) 0.3 $322k 111.00 2900.90
Vanguard World Fds Financials Etf (VFH) 0.3 $319k 3.3k 96.64
Qualcomm (QCOM) 0.3 $318k 1.7k 182.86
Pfizer (PFE) 0.3 $316k 5.4k 59.07
American Water Works (AWK) 0.3 $306k 1.6k 189.12
Duke Energy Corp Com New (DUK) 0.3 $303k 2.9k 105.03
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $301k 2.8k 107.08
Vanguard World Fds Materials Etf (VAW) 0.3 $297k 1.5k 196.82
Vanguard World Mega Grwth Ind (MGK) 0.3 $293k 1.1k 260.91
Exxon Mobil Corporation (XOM) 0.3 $289k 4.7k 61.24
Vanguard World Fds Energy Etf (VDE) 0.2 $281k 3.6k 77.52
McDonald's Corporation (MCD) 0.2 $280k 1.0k 267.69
Vanguard World Fds Health Car Etf (VHT) 0.2 $278k 1.0k 266.54
Applied Materials (AMAT) 0.2 $277k 1.8k 157.12
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $266k 561.00 474.15
Glaxosmithkline Sponsored Adr 0.2 $256k 5.8k 44.08
UnitedHealth (UNH) 0.2 $251k 500.00 502.00
Merck & Co (MRK) 0.2 $246k 3.2k 76.59
Deere & Company (DE) 0.2 $245k 714.00 343.14
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $240k 6.1k 39.43
Spdr Gold Tr Gold Shs (GLD) 0.2 $240k 1.4k 171.31
Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $239k 3.8k 62.80
Ishares Tr Select Divid Etf (DVY) 0.2 $238k 1.9k 122.81
Micron Technology (MU) 0.2 $235k 2.5k 93.25
Wolfspeed (WOLF) 0.2 $235k 2.1k 111.90
At&t (T) 0.2 $233k 9.5k 24.62
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.2 $232k 2.2k 105.89
Corning Incorporated (GLW) 0.2 $224k 6.0k 37.26
Williams Companies (WMB) 0.2 $211k 8.1k 26.08
Walt Disney Company (DIS) 0.2 $211k 1.4k 154.81
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $209k 2.6k 81.04
Fidelity Covington Trust Msci Utils Index (FUTY) 0.2 $209k 4.5k 46.33
Boeing Company (BA) 0.2 $209k 1.0k 200.96
Emerson Electric (EMR) 0.2 $207k 2.2k 92.87
Virtus Allianzgi Equity & Conv (NIE) 0.2 $206k 6.9k 30.07
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.2 $205k 4.0k 51.74
Trane Technologies SHS (TT) 0.2 $202k 1.0k 202.00
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $200k 1.1k 178.41
Putnam Premier Income Tr Sh Ben Int (PPT) 0.0 $44k 10k 4.28